Trail Ridge Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trail Ridge Investment Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564K	Buy	6,422 +2,027	+46%	+$173K	0.24%	63
2026 Q1	$336K	Buy	4,395 +894	+26%	+$71.5K	0.15%	84
2025 Q4	$281K	Sell	3,501 -531	-13%	-$42.2K	0.12%	91
2025 Q3	$316K	Buy	4,032 +82	+2%	+$6.18K	0.14%	89
2025 Q2	$294K	Sell	3,950 -2,513	-39%	-$169K	0.14%	87
2025 Q1	$425K	Buy	6,463 +117	+2%	+$8.09K	0.22%	71
2024 Q4	$437K	Buy	6,346 +136	+2%	+$9.43K	0.21%	79
2024 Q3	$422K	Buy	6,210 +102	+2%	+$6.63K	0.2%	79
2024 Q2	$391K	Buy	6,108 +2,294	+60%	+$141K	0.2%	78
2024 Q1	$235K	Buy	+3,814	New	+$223K	0.13%	96

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Trail Ridge Investment Advisors's SPYM Position: Q2 2026 in Review

Trail Ridge Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q2 2026, buying an estimated $173K and bringing the position to 6,422 shares worth $564K. The position accounts for 0.24% of the portfolio, ranked #63.

Trail Ridge Investment Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,723 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Trail Ridge Investment Advisors held 6,422 shares of State Street SPDR Portfolio S&P 500 ETF worth $564K as of Q2 2026.
Trail Ridge Investment Advisors bought 2,027 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $173K.
State Street SPDR Portfolio S&P 500 ETF made up 0.24% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #63 holding.
Trail Ridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.